Position in WTFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,375
+$458 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#552
of 592 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $1,485,312 across 89 Banks - Regional names. WTFC ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EGBN |
Eagle Bancorp Inc
|
43,105 | $1,223,750 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
2,203 | $21,104 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
77 | $18,958 | |
| 4 | SHG |
Shinhan Financial Group Co Ltd
|
277 | $17,520 | |
| 5 | WF |
Woori Financial Group Inc.
|
300 | $17,220 | |
| 6 | KB |
KB Financial Group Inc.
|
159 | $16,688 | |
| 7 | IBN |
Icici Bank Ltd
|
557 | $16,169 | |
| 8 | HDB |
Hdfc Bank Ltd
|
611 | $15,782 |
All Filings in WTFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,375 | 21 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,917 | 21 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $2,796 | 20 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $2,648 | 20 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $11,282 | 91 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $2,249 | 20 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $2,494 | 20 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $2,170 | 20 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||